See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,394 | $152,587-84.0% | $125,175-80.5% | $152,861-84.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 36.08% | 54.84%-18.8pp | 43.79%-7.7pp | 345.32%-309.2pp |
| Employer contribution / active EE | $1,731 | $4,946-65.0% | $3,865-55.2% | $4,762-63.7% |
| Participant deferral / active EE | $2,173 | $5,868-63.0% | $4,937-56.0% | $5,850-62.9% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |